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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
501
Walleye Trading
New York
$305K +$23.4K +416 +8%
UCFA
502
United Capital Financial Advisors
Texas
$304K -$67.7K -1,202 -18%
HAS
503
HBW Advisory Services
California
$301K -$1.57M -27,921 -84%
BW
504
Basepoint Wealth
Iowa
$298K +$4.62K +82 +2%
GM
505
GeoWealth Management
Illinois
$297K -$152K -2,703 -33%
Rafferty Asset Management
506
Rafferty Asset Management
New York
$297K +$304K +5,392 New
VFA
507
Valeo Financial Advisors
Indiana
$297K
BWP
508
Barlow Wealth Partners
Kentucky
$295K
SAG
509
SageView Advisory Group
California
$295K +$302K +5,359 New
EH
510
Equitable Holdings
New York
$294K -$50.2K -891 -14%
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$293K +$49.7K +881 +20%
CAM
512
Carret Asset Management
New York
$291K -$2.31K -41 -0.8%
AAS
513
Ameritas Advisory Services
Nebraska
$288K -$10.1K -179 -3%
EWA
514
EP Wealth Advisors
California
$287K -$14.3K -254 -5%
FDCDDQ
515
Federation des caisses Desjardins du Quebec
Quebec, Canada
$283K +$157K +2,789 +118%
IWP
516
Insight Wealth Partners
Texas
$282K -$172K -3,056 -37%
JIC
517
Joel Isaacson & Co
New York
$279K
BCM
518
BTC Capital Management
Iowa
$279K +$38.2K +678 +15%
SWG
519
Summit Wealth Group
Vermont
$278K
Focus Partners Wealth
520
Focus Partners Wealth
Massachusetts
$278K +$11K +195 +4%
RRA
521
Round Rock Advisors
Connecticut
$276K +$11.6K +206 +4%
Fisher Asset Management
522
Fisher Asset Management
Washington
$275K -$112K -1,984 -28%
BFWM
523
Bright Futures Wealth Management
New York
$274K
IMCOOI
524
Investment Management Corp of Ontario (IMCO)
Canada
$271K +$278K +4,929 New
GIA
525
Guyasuta Investment Advisors
Pennsylvania
$271K